Trek Financial, LLC IJR Holdings History
Trek Financial, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 14,339.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.50 Mil. This investment constitutes 0.11% of their stock portfolio, and Trek Financial, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Trek Financial, LLC has made 13 purchases of IJR, at an average price of $95.21, for a total of 2.99 Mil shares. In addition, there have been 11 sales at an average price of $100.87 for 2.98 Mil shares. Based on historical transaction data and IJR's current price of $114.15, Trek Financial, LLC's estimated gain on his IJR holdings is $17.10 Mil, reflecting a 6.01% gain to date.
Trek Financial, LLC IJR ($114.15) Holding Chart
Trek Financial, LLC IJR ($114.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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